Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT LLC | COM | 1801 | $578,231 | 34,875 | 0.00 | 0.00 | -1,517 | -4.17 | 03-31-2024 |
TOWERPOINT WEALTH LLC | COM | 1802 | $583,310 | 34,762 | 0.00 | 0.00 | -15,634 | -31.02 | 12-31-2023 |
ALPHA CUBED INVESTMENTS LLC | COM | 1803 | $522,035 | 34,756 | 0.00 | 0.00 | 1,149 | 3.42 | 09-30-2023 |
TI-TRUST INC | COM | 1804 | $610,914 | 34,711 | 0.00 | 0.00 | 20,797 | 149.47 | 03-31-2024 |